Join colleagues from fellow financial institutions to exchange strategies for tackling some of today’s biggest financial industry market challenges. These unique events are meant to connect leaders from across the region, build relationships and facilitate conversation around emerging trends and how to leverage the Axiom solutions and services to positively position you for success.

Upcoming Events

Past Events

Featured Resources

Accurately Analyze the Profitability of Your Institution

Axiom^TM Funds Transfer Pricing (FTP) & Profitability provides a framework for analyzing profitability at any level. Ensure that resources are being aligned with what is driving the profitability of your organization by having full transparency into your most — and least — profitable customers, segments, branches, and products.

• Automate measurement of net interest margin down to the individual account level using the matched-term FTP engine  

• Measure and analyze full profit contribution and risk-adjusted return on capital (RAROC) with the inclusion of direct costs and income, provision, and capital rules 

• Conduct granular unit cost analyses with a highly configurable costing engine to determine what it costs to provide a particular product or service to a customer 

• Determine what cost drivers are impacting your bottom line with a powerful allocation engine that allows for full transparency to overhead allocation 

• Aggregate results to see a holistic view of the profitability of each customer based not only on which products they have, but how they are leveraging your products and services.

• Leverage standard visualizations for customer and product profitability analysis, with visibility to instrument-level data, and create self-service dashboards using industry gold standard, Microsoft PowerBI

Featured Resources

Budgeting & PLANNING

Streamline Your Budgeting Process

Create and manage planning models that are connected to your market and operational drivers.
With Axiom Software, your budgeting process is more efficient and accurate through automated consolidation
of budgets across departments, branches, or markets.

• Evaluate the finance impact of changing assumptions

• Leverage enterprise-ready workflows, top-down spread, role-based security, and automated report production

• Improve budgeting accountability and accuracy

• Integrate daily general ledger, HR, fixed assets, transaction detail, and other system data

• Leverage Excel familiarity for business rules and reports without complex scripting

Read the solution brief

Forecasting and Scenario Modeling

Next Level Financial Planning

Calculate cash flow projections at the record level, aggregating them into planning portfolios to improve accuracy in net interest margin planning and provide better focus on incremental new business. Our cash flow planning software enables data analytics, enhances data visibility, and allows you to build a cash flow forecasting model into the standard budgeting process. View loans and deposit records in portfolios—including those set to mature and reprice.

 Incentive Compensation Management (ICM)

Align Employee Behavior with Strategy 

Strata’s Axiom™ Incentive Compensation Management (ICM) solution empowers banks, credit unions, farm credit associations, and non-depository lenders to manage and administer incentive plans to improve financial performance, and to help individuals achieve organizational objectives. With Axiom ICM, financial institution leaders can:  

• Manage unlimited incentive plans for different roles within the institution  

• Analyze new or modified plans in “what-if” scenarios  

• Achieve increased visibility and accuracy in compensation plan calculations and supporting metrics  

• Align employee behavior with corporate goals 

Featured Resources

Relationship Profitability and Pricing

Understand a client’s total sphere of influence. This easy-to-use tool lets you build complex relationships, precisely measure profitability for each relationship, customer, and account, and accurately price new business.

Learn more

Learn more about the StrataJazz Administrator Certification program and upcoming sessions. 

StrataJazz Administrator Certifications are available across a range of modules. Each certification includes virtual, instructor-led training and an assessment in the form of a project and exam. Upon completion of all components, learners are granted a certification in their module. Each certification is designed to give you the tools and knowledge you need to successfully work as an administrator in StrataJazz.  

Looking for self-paced training courses? There are available for free to Strata customers within Strata Academy.  

How can I get the most out of StrataJazz Certification?

Strata recommends attending StrataJazz certification classes after you have started your implementation. Having some basic exposure to the StrataJazz platform before you attend class will improve your class experience. The implementation process includes training from your consultant that is tailored to your organization’s specific needs and builds on the fundamentals covered in certification.  

You may also choose to attend certification class after your organization has completed implementation as a refresher on key administrative tasks and workflows or as part of your onboarding as a new StrataJazz administrator.  

Unsure as to whether certification is right for you? Reach out to the Strata training team at strataacademy@stratadecision.com.  

Advanced Planning

Analytics

Decision Support